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CoreCap Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CoreCap Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Buy
8,464
+227
+3% +$35.9K 0.04% 318
2026
Q1 		$1.17M Buy
8,237
+114
+1% +$16.9K 0.04% 337
2025
Q4 		$1.21M Buy
8,123
+170
+2% +$25.1K 0.04% 334
2025
Q3 		$1.16M Sell
7,953
-211
-3% -$29.6K 0.04% 339
2025
Q2 		$1.1M Sell
8,164
-254
-3% -$31.7K 0.04% 334
2025
Q1 		$1.03M Buy
8,418
+143
+2% +$18.4K 0.05% 328
2024
Q4 		$1.07M Sell
8,275
-11,659
-58% -$1.51M 0.05% 322
2024
Q3 		$2.52M Sell
19,934
-2,462
-11% -$299K 0.12% 181
2024
Q2 		$2.67M Sell
22,396
-8,599
-28% -$988K 0.28% 76
2024
Q1 		$3.56M Sell
30,995
-11,558
-27% -$1.27M 0.19% 100
2023
Q4 		$4.46M Buy
42,553
+2,039
+5% +$200K 0.29% 67
2023
Q3 		$3.8M Sell
40,514
-339
-0.8% -$33.2K 0.27% 73
2023
Q2 		$3.98M Buy
+40,853
New +$3.77M 0.28% 70
2022
Q4 		$5.93M Buy
69,943
+2,613
+4% +$223K 0.42% 45
2022
Q3 		$5.35M Buy
67,330
+494
+0.7% +$43.7K 0.45% 50
2022
Q2 		$5.61M Buy
66,836
+68
+0.1% +$6.21K 0.44% 48
2022
Q1 		$6.77M Buy
66,768
+8,393
+14% +$841K 0.47% 46
2021
Q4 		$6.3M Buy
+58,375
New +$6.13M 0.42% 48

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CoreCap Advisors's ESGU Position: Q2 2026 in Review

CoreCap Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.8% in Q2 2026, buying an estimated $35.9K and bringing the position to 8,464 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #318.

CoreCap Advisors first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.77M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • CoreCap Advisors held 8,464 shares of iShares ESG Aware MSCI USA ETF worth $1.39M as of Q2 2026.
  • CoreCap Advisors bought 227 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $35.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of CoreCap Advisors's portfolio in Q2 2026, its #318 holding.
  • CoreCap Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's iShares ESG Aware MSCI USA ETF position peaked at $6.77M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.